At a Glance
- Tasks: Provide top-notch admin support to Financial Advisers and Paraplanners in a dynamic environment.
- Company: Established IFA firm known for its supportive culture and career growth.
- Benefits: Competitive salary, hybrid working, excellent benefits, and professional development support.
- Other info: Embrace modern tech and AI tools while building strong client relationships.
- Why this job: Join a respected team and make a real impact in financial planning.
- Qualifications: 5+ years in IFA/wealth management and pursuing Level 4 Diploma in Financial Planning.
The predicted salary is between 39600 - 48400 £ per year.
Are you an experienced IFA Administrator looking for your next long-term opportunity with an established and successful Independent Financial Adviser? We are working with a highly regarded IFA firm in the Hitchin / Stevenage area that is looking to appoint an experienced Senior Administrator to join its established support team. This is an excellent opportunity for an experienced financial services professional who has a strong understanding of the IFA environment and is looking to take the next step in their career while continuing to develop their technical knowledge.
The ideal candidate will be part-way through their Level 4 Diploma in Financial Planning and keen to continue progressing their qualifications.
The Role
Working closely with Financial Advisers and Paraplanners, you will provide high-quality technical and administrative support throughout the client journey. Your responsibilities will include:
- Providing comprehensive administrative support to Financial Advisers and Paraplanners
- Preparing client documentation and meeting packs
- Processing new business and client instructions
- Liaising with providers, platforms and third parties
- Obtaining valuations and conducting product/provider research
- Preparing illustrations and supporting documentation
- Maintaining accurate client records and ensuring files are kept up to date
- Supporting pension, investment and protection cases
- Assisting with suitability and review processes
- Processing applications and monitoring cases through to completion
- Ensuring all work is completed accurately and in line with FCA requirements
- Building strong relationships with clients, Advisers and providers
- Using modern technology and AI tools to improve efficiency and streamline processes
About You
We are looking for someone with a solid background within an IFA or financial planning environment, ideally with at least 5 years' experience. You will ideally have:
- 5+ years' experience within an IFA / wealth management environment
- Strong financial services administration experience
- Experience supporting Financial Advisers and/or Paraplanners
- Good understanding of pensions, investments and financial planning
- Level 4 Diploma in Financial Planning in progress
- Strong attention to detail and excellent organisational skills
- Confident communication skills and a professional, personable manner
- Ability to manage multiple cases and prioritise effectively
- Good knowledge of FCA and compliance requirements
- Confidence using technology and a willingness to embrace AI and modern financial planning tools
- A proactive approach and willingness to take ownership of your work
- Someone who genuinely enjoys working within a support/administration role and is looking for a long-term career with an established firm
What’s on Offer?
- Salary up to £35,000 -£40,000, depending on experience and qualifications
- Hybrid working
- Excellent benefits package
- Support towards professional development and qualifications
- Established and supportive IFA environment
- Modern approach to technology and AI
- Long-term career opportunity
- Opportunity to work alongside experienced Advisers and Paraplanners
- A role where your contribution will be genuinely valued
If you're an experienced IFA Administrator, currently working towards your Level 4 Diploma, and looking for a stable, rewarding opportunity with a well-established financial planning business, we'd love to hear from you. Apply now for a confidential conversation about the opportunity.
Senior IFA Administrator Hitchin / Stevenage | Up to £35,000- £40,000 | Hybrid | Excellent Benefits employer: Financial Divisions Careers
Join a highly respected Chartered Independent Financial Planning firm in Plymouth, where your career as a Trainee Financial Planner will flourish. With a strong commitment to employee development, you will benefit from comprehensive training, mentoring, and a dedicated support team, all within a collaborative culture that prioritises work-life balance and wellbeing. Enjoy a competitive salary, excellent bonus structure, and the flexibility of hybrid working, making this an ideal environment for those looking to build a meaningful and rewarding career in financial planning.
Contact Details:
Financial Divisions Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior IFA Administrator Hitchin / Stevenage | Up to £35,000- £40,000 | Hybrid | Excellent Benefits
✨Tap into Campus Networks
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✨Get Certified
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
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Don’t shy away from reaching out directly to firms like Financial Divisions Careers. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior IFA Administrator Hitchin / Stevenage | Up to £35,000- £40,000 | Hybrid | Excellent Benefits
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Financial Divisions Careers.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Financial Divisions Careers's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Financial Divisions Careers
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Financial Divisions Careers.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Financial Divisions Careers will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Financial Divisions Careers employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
